Balanced Scorecard Professional (BSP)

Transcription

1 Balanced Professional (BSP) Certification Boot Camp (incorporates Introduction to Balanced 3 days and Advanced Balanced 2 days) The Balanced Institute has trained over 5000 practitioners and consulted for hundreds of organisations from over 40 countries since Offered in association with the George Washington University College of Professional Studies Making the Academic Practical Taught by highly-experienced consultants, BSI courses are short on vague academic theory & dry lecture and long on hands-on team exercises and interactive discussion for maximum adult learning, engagement, retention and fun. Instead of studying academic case studies, Institute instructors work to ensure that students can build a strategic management system themselves using a simple, step-by-step methodology. Since then over 1000 people have completed our courses in Africa. Cost (US$) Net of Tax*: 4,925 Date Feb Mar May Jun Jul. 03 Aug Sept Oct. 01 Nov Venue Dar es Salaam, Tanzania Course Benefits Understand the key concepts of the Balanced, and why it is gaining so much attention in corporate, nonprofit, and governmental organisations Learn a systematic, nine-step methodology for building and implementing the Balanced, based on the performance management theory developed at Harvard University and the Institute s international Balanced consulting experience Receive a Performance Toolkit TM with worksheets for each step of the methodology, and a CD with course and reference material Contact: Balanced Eastern Africa Tel: /2, Mobile: , admin@balancedscorecard.co.ke Certification and training related to the Nine Steps to Success TM methodology is for internal facilitation and personal use only. Any use of the Nine Steps to Success TM or other Institute intellectual property beyond internal facilitation use without a formal affiliate or associate Tel: /2, Mobile: +254 agreement , with +254 the 733 Institute, , +254 is prohibited admin@balancedscorecard.co.ke

2 Course Overview The Institute s Nine Steps to Success TM framework is the basis of the course, where the emphasis is on shared participant experiences, lessons learned, and best practice. Small group exercises are used for each step in the framework to reinforce the lectures, and YOU are encouraged to bring your organisation s strategic planning material to share with the class and receive instructor feedback offline as time permits. Topics covered by the course include: Basic concepts of the Balanced and how it can be used to improve your organisation s performance How the Balanced applies to different types of organisations How to build and implement a Balanced using the Institute s award-winning nine-step methodology How to develop meaningful performance measures and targets How a scorecard system can drive your performance-informed budget and accountability How to get performance information throughout the organisation to better inform decision making through scorecard automation How to cascade the scorecard to all levels of an organisation How to design and implement a scorecard where other frameworks have already been introduced How to revise poorly designed scorecard elements How to overcome obstacles and real world challenges How to evaluate planning documents and processes Course Methodology Through case studies and a series of interactive small-group workshops, you will apply the Balanced concepts to meet the challenges facing a typical organisation. Exercises performed throughout this course include: Launching a BSC programme and establishing work teams Incorporating communications planning and change management into the scorecard development process Use an organisational assessment to set vision, mission, and strategy Understand who your customers and stakeholders are and what they need from your organisation Develop and refine strategic objectives and strategy maps Develop and refine performance measures and targets, aligned to strategy Develop and prioritise new initiatives to execute strategy Sustain the scorecard with a Strategy Management Office Define enterprise performance information requirements and select software About Balanced Eastern Africa An affiliate of the Balanced Institute, BSEA is a business management consulting firm based in Nairobi providing solutions to businesses, institutions and individuals through training and consulting in the balanced scorecard strategic planning and management system. BSEA has for the last four years worked for companies, government departments and not-for profit organizations of different sizes by providing training and consulting services on value creation, communication and the development and implementation of balanced scorecards. About The Balanced Institute The Balanced Institute, a Strategy Management Group company, provides training, certification and consulting services to commercial, government, and non-profit organizations in applying best practices in balanced scorecard, strategic performance management and measurement, and transformation and change management, using the Balanced Institute s award-winning framework, Nine Steps to Success. The Framework is a disciplined, practical approach to developing a strategic planning and management system based on the balanced scorecard. Training is an integral part of the framework, as is coaching, communication, change management, and problem solving. Emphasis is placed on teaching clients to fish, not handing them a fish, so the scorecard system can be sustained. Who Should Attend? This course is recommended for: Executives Unit and department managers Strategy managers Performance analysts Finance & audit managers Marketing & communications managers Information technology managers Planners and analysts who are involved in the development and execution of strategy and performance, and are seeking the best practical ideas for improving organisational performance. Feedback from past participants the BSC program was one of the best professional development experiences I ve ever had. the methodologies in this presentation are a powerful medium for achievement of the right strategic objectives. the course is fantastic. It actually transforms you to another better level, right on the spot. total change in my thinking on strategic management. the course has enabled me to continue enjoying doing what I have been doing strategic planning. Tel: /2, Mobile: , , admin@balancedscorecard.co.ke

3 Course Outline Course Timings: Registration and coffee will be at 08:30 on Day One. The course will commence at 09:00 and conclude at 16:30 including lunch. There will be refreshment breaks at approximately 10:30 and 14:30. Using an organisational assessment to set vision, mission, and strategy Identify customer groups and develop the Customer Value Proposition BSP Certification Part 1: Introduction to the Balanced DAY ONE Module I. Introduction Learning Objectives: Explain the concept and origin of the Balanced ; outline course modules; introduce the case studies; introduce participants; and discuss reference material. Introductions, expectations, and participant knowledge Workshop objectives Balanced concept and origin Agenda, schedule and logistics References Introduction to the examples, case study, small-group exercises, performance measurement software, and the performance scorecard toolkit Module II. Overview of the Balanced (BSC) Learning Objectives: Explain the evolution of measurement and strategic management systems; define terms; list reasons for adopting a Balanced system; identify the six steps needed to build a scorecard system and the three steps needed to implement these systems; identify challenges that need to be overcome; discuss indicators of successful systems; discuss time periods for a scorecard project; contrast the differences and similarities in scorecard systems for different organisations; discuss a typical BSC cycle. Introduction to performance management and measurement Balanced history Reasons for undertaking a Balanced project Similarities and differences among BSC and other performance systems Advantages of using BSC performance systems Contrast private sector and public agency use of scorecards Key questions the BSC seeks to answer Sample BSC performance measures The Nine-Step Methodology for building and implementing a Balanced project Meeting the challenges of scorecard systems Indicators of successful projects Module III. Building The Balanced Learning Objectives: Identify the six building steps - Using an organisation assessment to set vision, mission and strategy, defining strategic themes, choosing perspectives and developing objectives, developing a Strategy Map, defining performance measures, developing initiatives. Case studies and examples will be selected from among several commercial, public sector and not-for-profit organisations that use the Balanced for strategic management. DAY TWO Module III. Building the Balanced (Continued) Develop strategic themes and strategic results Develop strategic objectives and strategic success drivers Strategy mapping develop cause-effect relationships among the objectives Derive strategic performance measures, targets and thresholds Develop strategic initiatives, define criteria for selecting initiatives Define criteria for selecting new initiatives DAY THREE Module IV. Implementing the Balanced Learning Objectives: Identify and understand the three implementation steps Using computers to communicate performance information, cascading the scorecard throughout the organisation, and using scorecard information to improve performance. Examples will be selected from among several commercial, public sector and not-for-profit organisations that use the Balanced for strategic management. Software Demonstration: Performance Management Information Software options Implementation issues Aligning strategy and work throughout the organisation Collect, verify and validate performance data Transforming data into information Software options for managing performance information Developing an internal and external communication plan Cascading the scorecard throughout the organisation Employee motivation Linking strategy to resource decisions Linking performance to rewards roll out, training, and change management Using performance information to improve organisation performance Module V. Next Steps Learning Objectives: Understand the challenges of integrating Balanced systems with other enterprise-wide systems; overcoming challenges to implementation. Exercise: Examine strategic change readiness in your organisation. In the Tel: event 254 of 20 unforeseen /2, circumstances Mobile: Balanced , Eastern +254 Africa 733 reserves , the +254 right to 707 change the programme admin@balancedscorecard.co.ke content, the venue the dates.

4 Integrating the scorecard with other enterprise management systems Integrating the scorecard with other enterprise information systems Best practices Module VI. Getting Your On Track Learning Objectives: Applying the BSC to your organisation s needs; discuss company-specific issues Exercise: Develop a scorecard action plan for your organisation. Overcoming obstacles and challenges within your organisation Integrating the scorecard with other enterprise management and information systems The role of consultants Time and schedule estimates Develop an action plan based on your organisation s readiness BSP Certification Part 2: Advanced Balanced DAY FOUR Introduction Course overview and logistics Learning objectives Module VII : Evaluation To Assessment Best practice and terminology review related to Steps One and Nine of the Nine Steps to Success TM Common evaluation and assessment challenges Small group facilitation primer Case Study Exercise: Use various small group facilitation techniques to identify case study scorecard development issues and problems Module VIII: Advanced Strategic Foundations Development Short review of Steps One Assessment, and Two Strategy, of the Nine Steps to Success Analysing, identifying and correcting poor strategic foundation design Migrating from other planning models to the Balanced Various pitfalls associated with poorly designed strategic themes and perspectives Case Study Exercise: Revise poorly designed strategic foundation elements Module IX: Advanced Objective And Strategy Map Development Strategic objective and strategy map best practices How to facilitate the correction of poorly designed objectives and strategy maps Case Study Exercise: Revise poor strategic objective, and strategy map design and development facilitation Module X: Advanced Performance Management Measure What Matters. How to use several frameworks, such as the Logic Model, Process Flow Analysis, the Decision Model and the Critical Question Model, to develop a family of potential measurements for each objective Identification and correction of problems associated with poorly selected measurements. Exercise: Practice using a process flow analysis to develop meaningful measurements for various objectives DAY FIVE Module XI: Measurement Definition, Implementation And Visualization Advanced measurement definition: ratios, frequency and accuracy requirements How to develop roll up measurements and indexes How to set targets and normalize data How to improve data visualization Case Study Exercise: Identification and correction of poor measurement definition and visualization Module XII: Strategic Initiative Prioritisation And Management Advanced strategic initiative prioritisation techniques Project management primer Case Study Exercise: Practice using a common initiative prioritisation technique Module XIII: Advanced Alignment And Cascading How to build organisational alignment through advanced cascading techniques Advanced Tier Two scorecard development How to build a pilot programme at the Tier Two level without a Tier One level scorecard How to develop a Tier Three scorecard and align with an appraisal system Case Study Exercises: Refine Tier Two scorecards and develop Tier Three scorecards Module XIV: Managing And Sustaining A Balanced Day-to-day management with a Balanced Performance-based budgeting Sustaining a scorecard Strategy Management Office (SMO) roles and responsibilities Would you like to run this course in-house? Contact us for details on group in-house training admin@balancedscorecard.co.ke Tel: /2, Mobile: , , admin@balancedscorecard.co.ke

5 PLEASE SCAN AND THIS FORM TO US Balanced Professional (BSP) Certification Boot Camp YES! I would like to register for Balanced Professional (BSP) Certification Boot Camp as follows; Tick against the course you intend to register for. Cost (US$) Net of Tax*: 4,925 Date Feb Mar May Jun 29 Jul 03 Aug Sept 28 Oct 01 Nov Venue Dar es Salaam, Tanzania In the event of unforeseen circumstances BSEA reserve the right to change the programme content, the venue or the dates. Confirmation of Booking Please note: If you have not received confirmation of your booking within 48 hours, please telephone us to make sure we have registered your booking. Terms & Conditions Cancellations: If you cancel within 14 days prior to the course date, the full fee is payable. Please notify this office in writing. Substitutions: Registered delegates may be substituted at any time prior to the training without incurring an additional fee. Please notify this office in writing of the change. Payments: Payment must be made before the course date. Please ensure that proof of payment is sent through timeously. Confirmation: All registrations will be deemed confirmed and subject to these terms and conditions. Payment is required with your registration. Please use this form as your request for an invoice. Tel: /2, Mobile: , , admin@balancedscorecard.co.ke Company: VAT Registration No.: Switchboard No.: Postal Address: Postal Code: Nature of your company s business: Approving Manager s Name: Job Title: Contact Name in case of queries: Job Title: Direct Tel No.: Cell: DELEGATE DETAILS: Title: First Name: Surname: Job Title: Direct Tel No. Cell: *Would you like to receive s on upcoming BSC Events? Y N ALTERNATIVE DELEGATE: Someone else that would be interested in attending the event / substitute delegate in the event of the original delegate wanting to cancel: Title: First Name: Surname: Job Title: Direct Tel No. Cell: *Would you like to receive s on upcoming BSC Events? Y N *BSEA values your privacy and will ensure that your address remains private and confidential. NB: I hereby acknowledge that I have read and understood all the terms and conditions of my registration Signature: Name: 3 ways to register Tel: /2, , admin@balancedscorecard.co.ke 3. Web: Payment is required with your registration. Please use this form as your request for invoice from Balanced Eastern Africa. Payment must be made before the course date. Please ensure that proof of payment is sent through timeously. For Bank Account Details contact Balanced Eastern Africa Tel: /2 Cell: , , admin@balancedscorecard.co.ke Web: Tel: /2, Mobile: Copyright , Balanced , Eastern +254 Africa, admin@balancedscorecard.co.ke